UBS Financial Services, Inc. jobs

Branch Office Administrator

A Branch Office Administrator provides administrative support to the Branch Manager and broader management team.

Detailed salary information:
• Pasadena: the salary range for this role is $60000 to $85000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. F...

Client Associate

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Service Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provi...

Client Associate

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the t...

Intern

Are you a people Person? Do you want the chance to experience a very diverse and exciting area of the business, learning how to meet the needs of wealthy clients?

We're looking for someone like this to:
* Gain valuable insight into different areas of the business
* Work on strategic projects that have real impact on clients
* Build an understanding of our industry, culture, and strategy
* Establish a network of mentors and business contacts
* Attend educational and s...

Intern

We're looking for someone like this to:
* gain valuable insight into different areas of the business
* work on strategic projects that have real impact on clients
* build an understanding of our industry, culture, and strategy
* Establish a network of mentors and business contacts
* attend educational and social events that provide exposure to senior leadership.

Registered Client Associate (DOD SkillBridge Trainee)

Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry?

UBS is seeking individuals like you to participate in our SkillBridge training program. Only transitioning services members approved for DOD SkillBridge will be considered

We’re looking for a Registered Client Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities...

Client Associate

You will be called on to work closely and act as a relationship manager to some of the wealthiest people in the country. As part of your role, you will also work closely with team members, office management and firm personnel to perform administrative and operational duties, which include, but are not limited to, the following:
1) Process wires, EFTs, checks, journals, ACAT assets transfers, DRS requests - internal and external.
2) Process Private Equity investment orders and redempt...

Client Associate

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the t...

Admin Manager

Do you know how to manage people? Do you have a knack for implementing service standards?

We’re looking for an Administrative Officer, in our Beverly Hills and Century City branches to:

• Manage branch administration, including a diverse team of associates, and provide administrative support to Financial Advisors.
• Recruit, select, onboard, train and manage administrative support staff.
• Conduct performance reviews and make personnel decisions related to compensation ...

Market Director

Do you know how to create and drive a culture of asset growth? And foster loyalty?

We’re looking for a Market Director to:

• be responsible for financial results, overseeing cost and risk management
• attract, recruit, develop and retain skilled talent
• coach all team members, getting them the right training and making sure development measures are results-oriented and transparent
• manage and resolve all escalated issues, including financial, reputational, complian...

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